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Here is how to create a new Merge Document:

  1. Go to the Candidate List for a Job containing dummy candidates.



    Note: If you don't have any dummy candidates, create a dummy job and apply to it.


  2. Select one or more Candidates by clicking in the check box next to their ID.




  3. From the Action dropdown list at the top right hand corner of the page, select New Merge Document and click the GO button.



  4. Click on the Merge Document Template dropdown list and select the appropriate Merge Template.




  5. Click the Save button underneath the dropdown.




  6. This will display a File Download message. Open or Save using the prompt that appears like so:




  7. This will open up a .Zip file, the Merge Documents will appear. Double click on the Merge Document to open the file.




  8. This will open up the file like so:


Testing the Merge Document